From the course: Excel with Copilot: AI-Driven Data Analysis
Using Copilot CHAT in Excel for non-Excel tasks
From the course: Excel with Copilot: AI-Driven Data Analysis
Using Copilot CHAT in Excel for non-Excel tasks
- [Instructor] Let's explore how Copilot in Excel is more versatile than you might think. The reason lies in the extensive training of the models that power Copilot. They were trained on a vast corpus of text data that goes far beyond Excel specific content. To see this in action, open the use Copilot non Excel tasks workbook. This time, we are going to launch Copilot chat instead of app skills. Chat offers a more general purpose interface for getting help from the LLM across a wide range of tasks, while app skills are designed specifically to automate and perform actions directly within the Excel grid. So here is our chat box. Let's say that we are planning a jazz age book promotion. We have our book data here, and we need to confirm novelist F. Scott Fitzgerald's birth date. We can ask copilot right here, and get our answer without even leaving Excel. (keyboard keys tapping) You'll see here that Copilot chat is going to search not only the web, but also our internal files. If you just want to search the web, you could come to here. I think most of the use cases we're doing here aren't going to be specific to files we're using, but I'll keep it on work just in case. This way, we will have access to our internal files in case we do want to use them for some reason. To continue with this, we're going to ask Copilot anything that we'd ask at more general purpose AI LLM here. Let's say we want to know about the population of Long Island in the 1920s. This is when the Great Gatsby was set. We can go ahead and ask that. (keyboard keys tapping) So Copilot is going to give us some data here from some different sources. We have some links where we can crosscheck, and it's going to try to reason through the best way to approximate that population based on adding up populations of different counties. So pretty cool, let's keep going here. Let's say we want help with basic tasks involving text as well. Maybe we want to proofread an email update for a sales report we're putting together. We could do that. Actually have the prompt right here. So I'm going to just copy this, and let's go back to Copilot chat here. So we're going to ask to improve spelling, grammar and style, and we just want a quick proofread here. And there is our proofread message. We could even summarize text data here as well. I have some reviews here. I'm going to paste these right into Copilot chat. And let's say we don't really need this image, we can remove that part of it. But what I'll ask here is if Copilot can help us summarize each of these reviews in five words or fewer. And we have our summaries here. If you need more comprehensive help from AI outside of Excel, if you're brainstorming ideas, drafting content and so forth, it's probably worth switching over to the full Copilot experience at copilot.microsoft.com. Also, there is Copilot in Outlook and PowerPoint, so depending on your use case, using the right tool, you'll get a better experience from that Copilot. But when you're really neck deep in Excel, trying to get quick answers like this without losing your flow, the built in Copilot chat experience here is really handy.